Monthly Active Platform Consumers

Trips

Ridesharing GB

Uber Eats GB

Freight GB

Gross Bookings

Revenue segments as reported by the company.

Rides

Eats

Freight

Other Bets

ATG and Other Technology Programs

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Operations & Support

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Uber

Uber Eats  is an American online food ordering and delivery platform launched by Uber in 2014 and based in San Francisco, California.

Uber Eats

Swipe allows users to share private photos and videos that wouldn’t get posted on Facebook.

Swipe Labs

Social Bicycles Inc., doing business as Jump, is a dockless scooter and electric bicycle sharing system operating in the United States, Germany and Portugal.

Jump Bikes

Otto was an American self-driving technology company founded in January 2016 by Lior Ron and Anthony Levandowski.

Otto

Careem is a transportation network company based in Dubai, with operations in over 100 cities in 14 countries in the Middle East, Africa, and South Asia. The company was valued at over $2 billion as of 2018. In March 2019, Uber acquired Careem for $3.1 Billion. As part of the deal, Careem maintains an independent brand and operates separately.

Careem

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, Freight, and All Other. The Mobility segment refers to products that connect consumers with Mobility Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. The Delivery segment offers consumers to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting Carriers with Shippers on its platform, and gives Carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Uber reports robust Q4 earnings, eyes growth through efficiency

Uber's Q4 2022 showcased strong financial performance, a growing consumer base, and a focus on achieving profitability standards. The company's emphasis on efficiency, technology optimization, and new product offerings positions it well for continued growth in 2023. Strategic investments and a balanced approach to growth and cost management are key priorities for Uber.

Uber reports strong Q1 earnings, eyes growth amid challenges

Uber's Q1 2023 earnings call showcased robust financial performance, strategic strengths in market penetration and customer engagement, while addressing challenges in regulatory environments and competitive dynamics.
The company's focus on profitability, efficient capital allocation, and innovation presents opportunities for sustained growth and expansion into new verticals and geographies.
Uber's commitment to outperforming on EBITDA, generating strong free cash flow, and optimizing its P&L underscores a strategic approach towards financial sustainability and long-term success.
Despite facing challenges, Uber's strong financial results, platform strength, and strategic initiatives position it well for continued growth and profitability in a competitive market landscape.

Uber achieves first-ever profitable quarter, eyes growth opportunities

Uber reported a strong performance in Q2 2023, achieving its first-ever GAAP operating profit and free cash flow milestone, with a focus on profitability and disciplined investments for future growth.
The company's strengths lie in its top-line growth, successful initiatives like Uber Cash and Uber One memberships, and strategic expansion into new products and markets internationally.
Challenges include tough competition in the U.S. rideshare market, adjusting booking fees, and ensuring pricing competitiveness, while opportunities exist in expanding the ad business and exploring autonomous vehicles.
Uber's focus on enhancing user experience, increasing engagement, and driving growth through new verticals and strategic initiatives positions it well for future success.

Uber reports robust Q3 performance, eyes growth and capital return

Uber's Q3 2023 showcased strong performance with notable growth in trips and bookings.
The company's strategic focus on long-term value, operational efficiency, and revenue diversification positions it well for future growth.
While facing challenges in certain regions and operational optimization, Uber is actively pursuing opportunities for expansion and innovation.
Investors can look forward to updates on capital return plans and continued efforts to drive profitability and shareholder value.

Uber reports stellar Q4 results, eyes international expansion and profitability

Uber's Q4 performance exceeded expectations, driven by strong trip growth and profitability.
The company is focusing on driver engagement, delivery growth, and expanding revenue streams.
Challenges include managing costs, enhancing profitability in grocery, and strategic decision-making.
Opportunities lie in expanding internationally, improving user retention, and leveraging AI for pricing.

Uber posts robust Q1 results, eyes growth amid regulatory challenges

Uber's Q1 2024 performance was strong, with significant growth in trips, audience, and EBITDA, setting a positive tone for future quarters.
The company's emphasis on AV technology, partnerships, and growth drivers in Mobility and Delivery positions it well for continued success.
While facing challenges such as regulatory impacts and margin considerations, Uber remains focused on leveraging opportunities in advertising, partnerships, and new product showcases.

Uber achieves record profitability in Q3 2024, eyes growth opportunities

Uber's Q3 2024 performance reflects robust growth and profitability milestones.
The company's strategic strengths lie in capital allocation, autonomous initiatives, and market expansion.
Challenges include sustaining demand, balancing investments, and navigating competitive landscapes.
Opportunities in advertising, market expansion, and partnerships position Uber for future growth.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Lyft

The victory of Proposition 22, the most expensive initiative in the state's history, could help gig companies remake labor laws throughout the country.

Uber and Lyft Drivers in California Will Remain Independent

Uber, Lyft, Doordash and Instacart spent $204 million backing the ballot measure, making it the most expensive initiative in California history.

Uber, Lyft Drivers In California To Remain Independent Contractors After Prop. 22 Victory

Uber, Lyft, Instacart, DoorDash — the major backers of California's Proposition 22 — are getting their way. The proposition, which will keep gig workers classified as independent contractors, is projected to pass.

CA ballot measure that keeps gig workers as independent contractors is projected to pass, according to the AP

The ballot measure had essentially become one of Uber and Lyft's last hopes in the state to continue their status quo operations.

Uber and Lyft expected to prevail in California ballot measure exempting them from state labor law

The ballot measure campaign to decide the status of gig workers in California is in its final hours.

Uber and Lyft's Proposition 22 heads to the polls

Uber and Lyft rallied Tuesday ahead of a pivotal vote on a California ballot measure focused on the gig economy. The post Uber, Lyft Face Moment Of Truth In California Tonight appeared first on Investor's Business Daily.

Uber, Lyft Face Moment Of Truth In California Tonight

As earnings report looms, analysts are bullish on delivery and have low expectations for rides, as they keep an eye out for outcome of a state ballot measure that could have nationwide implications.

Earnings Watch: Uber will take a financial hit no matter what California voters decide

Investors expect California voters tomorrow to pass Proposition 22, which would allow the ride-sharing companies to maintain their business model.

Uber and Lyft rise as investors expect California voters to pass Prop 22

In California, a state ballot vote tomorrow (Nov. 3) will likely have seismic reverberations for gig economy companies and the millions of individuals and families who rely on them as economy lifelines in the midst of a pandemic. Proposition 22 (Prop 22) is a measure that would exclude app companies from a new law in […]

Prop 22: California Sets Referendum On The Gig Economy

Miller Value Partners recently released its Q3 2020 Investor Letter, a copy of which you can download here. The Opportunity Equity Fund posted a return of 13.01% for the quarter (net of fees), outperforming its benchmark, the S&P 500 Index which returned 8.93% in the same quarter. You should check out Miller Value Partners' top 5 stock picks for investors to buy right now, which could be the biggest winners of this year.

Is Uber Technologies (UBER) a Smart Long-term Buy?

UBER's Q3 performance is expected to have been hurt by weakness in the Mobility business. However, the Delivery business is anticipated to have put up a good show.

Uber (UBER) to Report Q3 Earnings: What's in the Offing?

On Tuesday, California voters may determine Uber and Lyft's future in the country's most populous state. They'll weigh in on Proposition 22, a ballot measure that, if it passes, would exempt Uber, Lyft and other "app-based rideshare and delivery companies" from having to classify their drivers in the state as employees, instead of independent contractors. That's an important distinction, because employees are eligible for the minimum wage, workers' compensation, paid sick leave, and other benefits that give them more security while also making them more expensive for their employers. 

Uber and Lyft are considering huge price hikes, franchise models, and exodus if California voters make them classify drivers as employees (UBER, LYFT)

General Motors

PayPal

QUALCOMM

Regeneron Pharmaceuticals

This week is coming right after the biggest week of earnings season, and many major names have still yet to report.

GM, PayPal, Qualcomm, Regeneron, Uber and More Major Earnings Coming This Week

With less than one week left until the election, DoorDash made a late contribution of $3.75 million to try to ensure California's gig worker ballot measure Prop 22 passes. Meanwhile, Coinbase is looking for a head of diversity and inclusion and Uber was hit with claims of reverse racism.

Human Capital: Uber Eats hit with claims of ‘reverse racism'

The ballot measure campaign has been touting studies that show data favorable to the gig economy companies, but how independent are they?

Uber and Lyft paid $400K to firm conducting 'independent studies' on Proposition 22

Gig-work companies like Uber, Lyft, and DoorDash are fighting for their lives in California. On Thursday evening, the consortium fighting to pass Prop. 22 — thereby avoiding classifying workers as employees under state law — crossed the $200 million milestone on campaign spending. A final $3.75 million from DoorDash pushed total spending past the symbolic milestone to about $203 million, Politico reported Thursday.

Uber, Lyft, and Doordash have now spent more than $200 million on Prop. 22 — but there's still no guarantee it'll pass (UBER, LYFT)

Uber says it has received more than 8,500 demands for arbitration as a result of it ditching delivery fees for some Black-owned restaurants via Uber Eats. Uber Eats made this change in June, following racial justice protests around the police killing of George Floyd, an unarmed Black man.

Uber Eats faces discrimination allegations over free delivery from Black-owned restaurants

Victoria's privacy commissioner has questioned why the food delivery service needs to take photos of driver's licences or other ID at all

Privacy concerns as Uber Eats drivers start taking photos of ID for alcohol orders

SAN FRANCISCO--(BUSINESS WIRE)--Uber Technologies, Inc. (NYSE: UBER) announced today that Andrew Macdonald, Senior Vice President, Mobility & Business Operations, will participate in a fireside chat at the Morgan Stanley Life After Covid Thematic Conference on Thursday, Nov 12th, 2020. Mr. Macdonald is scheduled to appear at 12:00 pm ET (9:00 am PT). A live webcast of the event will be available on the investor relations section of the Uber website at http://investor.uber.com. About Uber Ub

Head of Uber's Mobility Segment to Participate at the Morgan Stanley Life After Covid Thematic Conference

A California court on Wednesday denied an application for a temporary restraining order by the state's Uber drivers, saying they could not establish the alleged "political coercion" by the ride-hailing company. The drivers had last week sued Uber over in-app messagesregarding an upcoming gig worker ballot measure that the drivers say violates a California law protecting their political rights.

California court rules against Uber drivers who sued the company over 'political coercion' surrounding Prop. 22 (UBER)

GrubHub

The third-party delivery services helped restaurants survive, but also did themselves no favors.

Uber, Grubhub, and DoorDash Under Scrutiny as the Industry Consolidates

American Airlines

Canopy Growth

Eastman Kodak

Popular companies don't always make for profitable stocks.

4 Brand-Name Stocks to Avoid Like the Plague

The apps feed a false promise of stability to immigrants and people of color. Instead, drivers receive low pay and no benefits

The racist business model behind Uber and Lyft | Erica Smiley

The judge said the filing came too late and would infringe on Uber's free speech rights.

Judge Rejects Request To Ban Uber From Showing Messages Favoring Prop 22

A California court on Wednesday denied an application for a temporary restraining order by the state's Uber Technologies Inc drivers, saying the drivers could not establish the alleged "political coercion" by the ride-hailing company.

News for Uber Stock (UBER)